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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

147 hedge funds and large institutions have $164M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 17 closing their positions.

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
44
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.37M
2
CAN
2
Cetera Advisor Networks
California
$8.2M
3
NA
3
NewEdge Advisors
Louisiana
$720K
4
CAC
4
Certified Advisory Corp
Florida
$2.27M
5
BA
5
Bridge Advisory
California
$607K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.35M
2
TNAM
2
Terra Nova Asset Management
New York
$0
3
FFN
3
Focus Financial Network
Minnesota
$0
4
ACM
4
Ascendant Capital Management
California
$0
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CF
26
Centaurus Financial
California
$1.02M 61,713 -1,730 -3%
M&T Bank
27
M&T Bank
New York
$1.02M 61,545 +2,195 +4%
CWM
28
Cornerstone Wealth Management
Missouri
$990K 59,750 -5,037 -8%
CWM
29
C2C Wealth Management
Arizona
$968K 58,495 +58,495 New
IAIM
30
International Assets Investment Management
Florida
$954K 55,970 +2,572 +5%
Wells Fargo
31
Wells Fargo
California
$911K 55,088 +3,121 +6%
AF
32
Advisornet Financial
Minnesota
$894K 54,039 +1,690 +3%
SWP
33
Stratos Wealth Partners
Ohio
$796K 48,100 +16,391 +52%
HWM
34
HB Wealth Management
Georgia
$781K 47,221 +47,221 New
SWM
35
Spire Wealth Management
Virginia
$780K 47,148 -37,676 -44%
Creative Planning
36
Creative Planning
Kansas
$750K 45,333 +6,341 +16%
Millennium Management
37
Millennium Management
New York
$744K 44,975 +25,037 +126%
HCM
38
Hollencrest Capital Management
California
$735K 44,441 – –
NA
39
NewEdge Advisors
Louisiana
$720K 43,561 +43,561 New
HWA
40
HCR Wealth Advisors
California
$644K 38,932 -466 -1%
SPC
41
Sigma Planning Corp
Michigan
$644K 38,927 +351 +0.9%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$615K 37,210 -600 -2%
BA
43
Bridge Advisory
California
$607K 36,682 +36,682 New
CAM
44
Covenant Asset Management
New Jersey
$599K 36,214 – –
DADC
45
D.A. Davidson & Co
Montana
$575K 34,807 -1,825 -5%
ASFA
46
All Season Financial Advisors
Colorado
$539K 32,574 -14,513 -31%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$470K 28,412 +2,923 +11%
HighTower Advisors
48
HighTower Advisors
Illinois
$462K 27,893 +10,823 +63%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$460K 27,800 – –
NL
50
NWAM LLC
Washington
$454K 27,469 -30,319 -52%
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